Chapter 294: Choosing Again
After returning from the long holiday, all enterprises are facing the restart, except for the units that have not stopped during the holiday, and the restart speed of institutions such as the Institute of Finance is almost the fastest, because ...... The main staff did not stop.
On the stock market alone, there have been signs of the holiday effect, with a 9-day break that has allowed the market to digest all the information from some time ago.
Yesterday and Sunday's overtime, but everyone has done the research report almost, a night passed, the market has no new information changes, the stock market research report is very good, Zhou Minghai, Yao Shuliang have expressed the same view as Wang Nuo: cautious optimistic.
Large-scale shocks, sideways consolidation, the market outlook opportunities become larger, shrinkage rises slightly, up and down small shocks, the market outlook is flat, downward consolidation, volume can increase, the market outlook can be expected.
Wang Nuo did not use an honest pen to reduce the variables in the stock market, but from the changes in the futures market, his views are actually a little higher than the strength of cautious optimism.
It's just that...... So what? Wang Nuo certainly doesn't want to show his maverick again in a research report on the stock market.
Things that are not beneficial, too lazy to do.
The people in the research office also knew that Wang Nuo had been engaged in futures investment recently, and Zhou Minghai and Yao Shuliang had a few words of warning, and they didn't care about Wang Nuo's approach, because ...... What's the difference if you don't lose money anyway?
In the eyes of Zhou Minghai and Yao Shuliang, I am already a "saint" who doesn't value money at all.
Zhou Minghai also said that he had no objection to Wang Nuo's running to the futures research department early in the morning, he was busy canvassing for votes, as long as Wang Nuo did not make a scandal in the research office, he would definitely be stocked for a period of time.
Wu Xuan was looking forward to the stars and the moon, so he waited for the time to analyze the futures market with Wang Nuo.
In 9 days, Wang Nuo was able to form an independent understanding of the overall economy, and Wu Xuan, a chief analyst who had his own views for a long time, deepened this understanding, and then ...... found that Wang Nuo was right.
"The 300 billion currency released some time ago should be digested by the market, and the resulting capital flow must be far more than this number, the stock market has digested the support in advance, turned sideways and downward, but ......"
"Have you seen that the price index, the price index is rising, and the inflation rate is expected to be raised, and the money is ...... The speed of worthless money is getting faster, and the M2 is being released and increasing. ”
China's financial market has not yet started formal trading, but the public research report of the Futures Research Department of Wanli Financial Research Institute has been released, and Wu Xuan is explaining his views to Wang Nuo with a hint of excitement in his tone.
Wang Nuo understood these words, and even his views were originally the same, but in Wu Xuan's narration, the more professional ones were the data.
Wang Nuoqiang's "sense of smell" is that he cuts out a certain variable through an honest pen, and then reverses the direction of the market according to this determined amount, and in terms of direction, he is undoubtedly the most accurate.
In terms of data and details, Wang Nuo can't catch up with someone like Wu Xuan, who has been a chief analyst for many years.
How much is M2.
What should be the expected inflation rate.
How will the price index, the industrial index, these numbers change.
What is the direction of the flow of funds and what the numbers predict will be.
These things are what Wu Xuan is good at, and he has also reacted now, compared to vision, market smell, and talent, Wang Nuo should be stronger, but compared to professionalism, Wang Nuo is actually inferior to him.
Then the question comes, Wu Xuan feels that he can beat Wang Nuo in terms of details and professionalism, but Wang Nuo seems to have a strong talent in terms of market smell and determining the general direction, what will happen after the combination of the two?
In the past few days, whenever he thinks of this, Wu Xuan despises Zhou Minghai, the chief analyst of the stock market, and he feels that Wang Nuo should not "waste his life" in the stock market, which is very LO and low risk, and the financial derivatives market, especially the futures market, is where Wang Nuo can give full play to his talent.
"I agree with your point of view, there is a possibility that the trading volume will explode, and after the market opens, the possibility of the futures market will rise. Wu Xuan came to a conclusion.
"Hmm. Wang Nuo nodded, but he was digesting Wu Xuan's elaboration.
The stock market rose in the second and third quarters, and the second quarter aside, the third quarter rose in large part because of the increase in money.
The value of the renminbi first depreciated and then rose, and finally stabilized because China used foreign exchange reserves, exchanged dollars for renminbi, and then injected them into the domestic economy, so to speak, to subsidize stocks.
In the third quarter, China took out foreign exchange reserves, and the money was consumed by foreign exchange reserves, and then the state put the RMB gathered in its hands back into the domestic market.
Normally, the total number of currencies in the domestic market has not changed, one in and one out, but the trend is a wonderful thing.
There is really more money, because the trend is changing, and the hundreds of billions injected in the third quarter are flexible funds, which will make things like price indexes and inflation rates change, and the funds in the nest will be moved, and they will immediately exchange the money for other things, and the total amount of money has become more, not in absolute terms, but in relative values, so to speak...... The velocity of the flow of funds.
This is a change in recent times, and this complex change has occurred, which represents the effect of national policy, and there is no negative effect of empty hopes, and the information digested by the 9-day holiday is probably these.
Futures prices are also prices, which are naturally favorable, and black futures are the soul of industry, so how can they not move.
After the opening of the financial market, the rebar jumped away and directly stood on the price index of 2,800 yuan per ton, and then ...... Naturally, a situation of long and short hedging has formed.
Usually a few hands, a dozen hands like the brush of the deal, when the market comes, the futures market is dozens of hands like hedging, hundreds of hands of the deal is also idle, and even occasionally pop up some four-digit deals, it is not surprising.
If Wang Nuo opened a position at this time and threw tens of thousands of hands into it, he would not be able to cause price fluctuations.
In half an hour, the rebar had a trading volume of 500,000 hands on the disk, and the total position also quietly increased by tens of thousands of hands.
"It's time to make a choice. Wu Xuan focused his attention on Wang Nuo.
Because the predicted trading volume is very huge, Wang Nuo did not look for Ye Yaohua to operate the trade, Ye Yaohua is still a cat in the charity foundation to operate the seven-figure stock market funds, but even if there is no trader, he also knows that after hedging, it is an inflection point.
The increase has been given, and then whether it will be a downward probe or an upward impact, this is a question that cannot be avoided.
"I bet it will continue to rise!" Wang Nuo also had an uncontrollable excitement in his heart.